Northleaf Capital Advisors Ltd.

RIASEC RegisteredEst. 2007
Total AUM
$670M
Discretionary
$670M
100% of AUM
Avg account
$134M
Accounts
5
Employees
156
Advisory reps
5

Firm details

Headquarters
Toronto Ontario,
CRD number
145014
Registered since
October 5, 2007
Custodians
NORTHLEAF STRATEGIC CAPITAL GP LTD., NORTHLEAF CAPITAL PARTNERS, TD BANK
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles83.38%
  • Other16.62%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Northleaf Capital Advisors Ltd. is a corporation registered with the SEC since 2007 that operates private equity fund strategies for institutional clients. The firm is owned by a mix of foreign and individual stakeholders and identifies itself as a private equity fund manager rather than a capital allocator. Its advisory services focus on running pooled investment vehicles and providing portfolio management for businesses or institutional investors. Compensation appears to combine asset-based fees with performance-linked fees. Northleaf does not describe itself as an active ESG investor and is not a multi-state adviser. Regulatory and business affiliations noted in filings include broker-dealer activity, other investment adviser roles, CPO/CTA relationships, trust and insurance company links, and sponsorship or GP/manager roles for pooled investment vehicles and limited partnerships.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Jeffrey Lucassen

    Jeffrey Lucassen

    Chief Financial Officer & Chief Operations OfficerCRD 4973522

Contacts

3 of 4
  • Katherine Gurney

    Katherine Gurney

    General Counsel & CCOCRD 5638782

  • Stuart Waugh

    Stuart Waugh

    Managing PartnerCRD 5416789

  • Michael Flood

    Michael Flood

    Managing DirectorCRD 5417162

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Toronto Ontario, null

Location

Toronto Ontario, null

Headquartered in Toronto Ontario, null.

Address
40 King St W
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth